Document the incident to create a clear, verifiable record for accountability and follow-up.
Document: Record Facts for Accountability
Document the incident to create a clear, verifiable record for accountability and follow-up.

Documenting the Incident

Documentation captures factual, objective information about what happened, when, where, who was involved, and the impact observed. Good notes support follow up and accountability.

Write promptly, avoid speculation or judgement, and include both actions taken and the outcomes. Store records securely according to policy and confidentiality requirements.

  1. Record date, time, location, participants, and observed behavior.
  2. Note impact on individuals and on team dynamics.
  3. Document actions taken by you and others, including Direct, Distract, Delegate, or Delay.
  4. Preserve evidence and follow policy on retention and access.